Course Library
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Field of Study:
- Personal Development
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- Group Live
-
Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Year-end portfolio reviews with clients can meander and lose direction. Focusing on the four topics outlined in this presentation helps you to always stay on course by teaching clients about good inve ...Program Level:
OverviewDelivery Method:
- Group Internet Based
Location:
- NY
-
Make It Tangible – A Case Study on How Employee Owner Feedback Helped Us Manage Our Repurchase Obligation
15-Apr-2025 National Center for Employee Ownership (NCEO)Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Make It Work: Managing Client Workflows for Ease and Efficiency (Part 1)
20-Jan-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
How are ACP solo advisors managing the prospecting, onboarding and management of their clients? This session will dive into the best practices and potential pitfalls of managing client workflows. We’l ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Make It Work: Managing Client Workflows for Ease and Efficiency (Part 2)
20-Jan-2022 Alliance of Comprehensive Planners, Inc.Field of Study:
- Specialized Knowledge
Description:
How are ACP solo advisors managing the prospecting, onboarding and management of their clients? This session will dive into the best practices and potential pitfalls of managing client workflows. We’l ...Program Level:
OverviewDelivery Method:
- Group Internet Based
-
Make or Break Conversations: The Science of Leading High-Trust Conversations
21-Apr-2020 The Financial Planning Association of MinnesotaField of Study:
- Communications and Marketing
Credit Hours:
- 1 - 4 credits
Description:
Everything begins with a conversation. While you may be good at talking with people, in a split second you can make or break trust in a conversation. To establish trust, you must first know the scie ...Program Level:
OverviewDelivery Method:
- Group Live
Location:
- MN
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
“There are no stupid questions” - a phrase uttered by teachers and leaders around the globe; however, that’s a half-truth. While there may not be stupid questions, there are weak ones that frankly don ...Program Level:
BeginnerDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 5 - 8 credits
Description:
This course was designed to give you practical guidance for setting up a DCAA compliant accounting system using QuickBooks Desktop together with ICAT. You will learn how to apply federal contract cost ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
Location:
- AK
- AL
- American Samoa
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- GU
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Making a Smooth Transition to the New Lease Accounting Standard: An Expert Industry Panel
The Center for Professional Education, Inc.Field of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Join our panel of the nation's foremost authorities to learn about tackling the challenges of implementing the New Lease Accounting Standard. Moderator Ashima Jain (PwC Managing Director, a lease acco ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Join us for an upcoming CPE webinar that will provide you with the skills and knowledge to create waterfall calculations in Excel. In this CPE course, Excel expert David H.Ringstrom will walk you thro ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Computer Software and Applications
Credit Hours:
- 1 - 4 credits
Description:
Join us for an upcoming CPE webinar that will provide you with the skills and knowledge to create waterfall calculations in Excel. In this CPE course, Excel expert David H.Ringstrom, CPA, will walk yo ...Delivery Method:
- Group Internet Based
-
Making a Tax- Beneficial Impact: A Crash Course on the Endow Maryland Tax Credit & Other Tax-Smart Giving Strategies Lunch & Learn Webinar
23-Oct-2024 Maryland Society of Accounting and Tax Professionals, IncField of Study:
- Accounting
Credit Hours:
- 1 - 4 credits
Description:
Join us for an insightful session where we explore how you can help your clients maximize their philanthropic efforts while optimizing tax benefits. This course will dive into the Endow Maryland Tax C ...Program Level:
UpdateDelivery Method:
- Group Internet Based
- Group Live
Location:
- DC
- MD
- PA
- VA
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Today, effective messages are those that stand out among a daily deluge of information, and to stand out, these messages have to stick.This CPE webinar teaches the core principles that make content me ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 17 - 20 credits
Description:
Every anti-fraud professional needs the tools to pursue an investigation that involves a search for concealed assets. This self-study course will give you the insight on how to locate hidden assets an ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Management Services
Credit Hours:
- 1 - 4 credits
Description:
As a manager, your ability to make effective decisions can significantly impact the success of your team and organization. Whether it's a choice about resource allocation, strategic direction, or pers ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Description:
This course clearly describes the specific contributions of ERM to risk management best practices.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course clearly describes the specific contributions of ERM to risk management best practices.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course clearly describes the specific contributions of ERM to risk management best practices.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course clearly describes the specific contributions of ERM to risk management best practices.Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- Group Live
-
Making Meetings Work (MET)
01-Aug-2023 Fred Pryor Seminars and CareerTrack, divisions of Pryor Learning Solutions, Inc.Field of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
How to stay on task, on topic and on time during in-person and online meetings In just one hour of training, you will learn how to make meetings productive by inviting the right people, building a str ...Program Level:
BasicDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Accounting
Credit Hours:
- 9 - 12 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Auditing
Credit Hours:
- 9 - 12 credits
Description:
Download price: $109. Print price: $139. (18% off for orders of three or more courses.) This course was updated on 5/24/2016. This course reviews the changes that SSAE No. 10 made to the Attestation S ...Delivery Method:
- QAS™ Self Study
-
Making Rain Improving Success with Retaining Clients and Attracting Prospects
02-Jul-2025 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today’s competitive landscape, retaining clients while attracting new ones requires a balance of relationship-building and strategic differentiation. This webinar focuses on how firms can continuou ...Delivery Method:
- Group Internet Based
-
Making Rain “ Improving Success with Retaining Clients and Attracting Prospects
18-Sep-2024 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today’s competitive landscape, retaining clients while attracting new ones requires a balance of relationship-building and strategic differentiation. This webinar focuses on how firms can continuou ...Delivery Method:
- QAS™ Self Study
-
Making Rain “ Improving Success with Retaining Clients and Attracting Prospects
02-May-2025 MY-CPE LLCField of Study:
- Business Management and Organization
Credit Hours:
- 1 - 4 credits
Description:
In today’s competitive landscape, retaining clients while attracting new ones requires a balance of relationship-building and strategic differentiation. This webinar focuses on how firms can continuou ...Delivery Method:
- Group Internet Based
-
Field of Study:
- Personal Development
Credit Hours:
- 1 - 4 credits
Description:
It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper ba ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
-
Field of Study:
- Finance
Description:
Dramatic shifts are taking place in the retirement planning landscape. Improve your planning strategies with proven product and allocation ideas that meet best interest standards for many Americans. W ...Program Level:
IntermediateDelivery Method:
- Group Internet Based
- Group Live
Location:
- AK
- AL
- AR
- AS
- AZ
- CA
- CT
- CO
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- MT
- NC
- ND
- NE
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- UT
- VA
- VI
- VT
- WA
- WI
- WV
- WY
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Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
In April 2026, a significant shift in reporting procedures awaits sole traders and landlords subject to income tax, ushering in the implementation of new regulations under the Making Tax Digital (MTD) ...Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 17 - 20 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, asset divisions, alimony, filing status, ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 13 - 16 credits
Description:
This course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital dissolutions and living together arrangements. Current perspectives on property transfers ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Field of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS™ Self Study
-
Making the Best of Bad Situations - Personal Bankruptcy, Divorce, Foreclosure, Bad Debts, Repossessions and Other Tax Tribulations - Mini Course
Cpethink.comField of Study:
- Taxes
Credit Hours:
- 1 - 4 credits
Description:
This mini-course will teach participants how to apply, implement, and evaluate the strategic tax aspects of marital and financial setbacks. Property transfers, asset divisions, alimony, filing status, ...Program Level:
OverviewDelivery Method:
- QAS™ Self Study
26105 Results